Member Info for samb69

Barker seems to have faith in the old dog with his recent large purchases. As he is on the board hopefully he can see good news ahead in company performance or some sort of corporate action.

Let's hope for APN shareholders Moulding doesn't have the same idea and are forced to use Ingenuity!

The priority should be to make THG highly profitable and Ingenuity break even. He could have then increased Ingenuity revenues slowly as THG becomes more successful and more profitable.

ONS,

Do you truly believe Moulding has not been sucking money out of THG towards Ingenuity unfairly and at THG shareholders expense?

There is no Ingenuity business without THG income on the other hand as it stands I bet THG would be better off without Ingenuity and found a different fulfilment & distribution method.

I thought there would have been a corrected RNS for Barker's purchase at 3.81 but nothing. Strange.

It's behind a paywall. Can you paste the article?

Not selling.. dilution due to MM money conversion

2. Reason for Notification

An event changing the breakdown of voting rights

You're getting a bargain already.. Barker was buying at 3.80 lol

Nothing stopping him buying if he is plotting something with another shareholder... lets hope so!

I don't think he has RNS any financial instruments he has been dabbling in to date so I don't see it being options.

What ever the price, something must be a foot with all his buying and the 28% voting against all the resolutions.

Not necessarily true sj74. He is not just a normal vice chairman. He runs a hedge fund and owns 54Mil pounds of shares.

He is here to make serious money so will do what he needs to do in the end.

Wonder if something is brewing with recent Camelot increase. Are Frasers and Camelot plotting something together and Anders not happy? All speculation of course

I was thinking the same. Every resolution was voted against by 28%. Povelson has 28%....Ashley has 25%.

Good finish. Hopefully moving towards 3.30 next.

What do you think Robert?

Great.. so deserved!!!!

I'm surprised that there has been no interest from PE. There are two good businesses that just need to be unlocked. They could look at the books and see what the deal is with Ingenuity and what the tie in is and is it something they could change if needed. They would also be more proactive in getting shot of other Claremont type businesses and reducing debt. I'm sure in the right hands PE would accelerate growth and sell few year down the line.

Andrew Ross from Barclays retains his negative opinion on the stock with a Sell rating. The target price is unchanged at GBX 210.

Lets hope it never gets there!

From looking at recent RNSs he has spent 2.9Million pounds from November at an average of £3.43 and his total holding is worth £54Million

That was March last year.. Would have been an RNS if he bought last week

"2. Anders Holch Povlsen (28%+): The Danish billionaire who just increased his stake last week. He is sitting right at the 30% limit. If he buys more, he has to make a mandatory takeover bid for the whole company."

Don't think he increased his stake last week..